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Daniel K

Series 65

Pittsburgh, PA

OSAIC Institutions, INC.

Daniel King is a Series 65-licensed financial advisor with five years of industry experience, currently associated with OSAIC Institutions, Inc. He has held roles at Infinex Investments, Inc., First Commonwealth Bank, Noble Newborn, Citizens Securities Inc., and Citizens Bank. Outside of his advisory work, he is involved in real estate as an owner and principal. OSAIC Institutions, Inc. serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory and brokerage services through customized engagements and employs a network of investment adviser representatives who utilize multiple analytical approaches and access to alternative investments.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Logan E

Series 63, Series 65

Pittsburgh, PA

OSAIC Institutions, INC.

Logan Everett is a financial advisor at OSAIC Institutions, INC. based in Pittsburgh, PA, holding Series 63 and Series 65 credentials with three years of industry experience. His prior work includes roles at First Commonwealth Bank, Infinex Investments, Inc., and Oxford Global Resources. He also has experience outside finance, including a position at Romeo's Pizzeria & Mediterranean Kitchen. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s extensive network of investment adviser representatives provides both advisory and brokerage solutions, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Erin M

Series 66

Pittsburgh, PA

OSAIC Institutions, INC.

Erin Mooney is a financial advisor with OSAIC Institutions, INC. based in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at First Commonwealth Bank and Infinex Investments since 2017, with prior roles at Cetera and First National Bank of PA. Outside of her advisory work, she has been employed as a waitress at Monte Cellos since 2006. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services through a network of investment adviser representatives who utilize both fundamental and technical analysis. The firm is notable for its predominantly non-discretionary assets and extensive arrangements with banks, credit unions, and alternative investment platforms.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Olivia K

Series 63, Series 66

Pittsburgh, PA

OSAIC Institutions, INC.

Olivia Kennedy is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior roles include positions at First Commonwealth, Infinex Investments, Cetera, and First National Bank of Pennsylvania. She also provides financial advisory services at First Commonwealth Bank, focusing on assisting bankers and identifying referrals. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s investment approach includes both discretionary and predominantly non-discretionary assets, utilizing fundamental and technical analysis, third-party due diligence, and access to alternative investments via specialized platforms.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jason J

Series 63, Series 65

Pittsburgh, PA

OSAIC Institutions, INC.

Jason John is a financial advisor with OSAIC Institutions, INC. in White Oak, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and is also affiliated with FIRST Commonwealth Bank, where he has banking and investment responsibilities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on primarily non-discretionary assets and integrated banking and lending services.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Dean P

Series 63, Series 65

Pittsburgh, PA

OSAIC Institutions, INC.

Dean Prozzoly is a financial advisor with OSAIC Institutions, INC. in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at First Commonwealth, Infinex Investments, Inc., and Allegheny Investments. Outside of his advisory work, he also serves as an insurance broker with Simpson McCrady LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, utilizing fundamental and technical analysis, third-party due diligence, and access to alternative investments.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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